How to Take a Deposit

Introduction: Within the deal you can enter in the deposit in a couple of places, as well as cash out or send to the cashier.

This page explains how to:

  1. Cash Out through the Quote Tab
  2. Cash Out through the B Order Tab
  3. Send the deposit to the Cashier

Cash Out through the Quote Tab

  1. Within the Quote tab, click on the Deposits Sub-Tab.
  2. Click on the “Add New Deposits” button.  Then type the amount of the deposit, and enter any Comments.NOTE: If this is still a Quote, make sure to assign a deal number by clicking in the Deal # square
  3. After you have entered your Amount and Comments, click on the “Cash Out” button.*In order to cash out you must have or need to, Open a Cash Drawer.
    1. When the Motility Cash Out window appears, select the appropriate payment type, and then click Print Receipt.

 

Cash Out through the B Order Tab

Like the Quote Tab, click on the Deposits Sub-Tab.

Then follow the same steps as in Cash Out through the Quote Tab.

Send the deposit to the Cashier

You can send the deposit to the cashier screen by clicking on the “Send To Cashier” button.

Then from the Cashier Deposits screen, the cashier can open the Cash Out to enter in the payment.